Dingdong IPO Initiation: An Arms Race Is Brewing
The online grocery market is set for a shakeout which will result in significant shareholder value destruction. Overall, we would pass on the IPO...
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Dingdong (å®åä¹°č): Fresh Food Competition in and Outside of Frontline Warehouse
Dingdong has the most app active users among all fresh food retailers. Frontline warehouses are closer to customers, but have low margin....
510 Views
WM Tech IPO: An Old Economy Stock with a New Economy Twist
As E-commerce continues to take over the retail market, WM Tech has had great success transitioning to a digitized retail environment. We think WM...
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WM Tech Pre-IPO: Wumart as Main Brand, Marginalized on the Ground
Here in Shanghai Wumart convenience stores have already been closed.Wumart supermarkets do not have advantageous locations.We have not seen home...
528 Views
ECM Weekly (30th May 2021) - JD Log, Monde Nissin, Weilong Deli, Kanzhun, CARsgen, WM Tech, Novotech
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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